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Meta Announces Up to 6.6 GW of Nuclear Projects to Power American AI

LCG, January 9, 2026--Meta today announced new, landmark agreements that will (i) extend and expand the operation of three existing nuclear power plants and (ii) drive the development of advanced nuclear technology. Meta's new agreements with Vistra, TerraPower, and Oklo follow Meta's request for proposals (RFP) issued last month. Meta expects these projects to deliver up to 6.6 GW of new and existing clean nuclear energy by 2035.

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Babcock & Wilcox Selects Siemens Energy to Supply Steam Turbine Generator Sets for Massive Applied Digital Data Center Power Project

LCG, January 8, 2026--Babcock & Wilcox (B&W) announced today that it has selected Siemens Energy to provide steam turbine generator sets for B&W’s groundbreaking project to install and deliver one GW of power for an Applied Digital AI Factory. B&W and Siemens have entered into an agreement for a limited notice to proceed to secure the turbine sets, which will enable B&W to deliver power for the project by the end of 2028. The estimated cost of the project is approximately $2 billion. The full contract release is expected in the first quarter of 2026.

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Industry News

LA Follows Springfield's Lead in Dropping Coal Alternative

LCG, August 26, 2004--Earlier this month, citizens in Springfield, Missouri voted down a new, coal-fired power plant near Springfield proposed by City Utilities of Springfield to meet future electricity requirements. On August 24, Los Angeles Mayor James Hahn directed Los Angeles Department of Water and Power (LADWP) to withdraw from the expansion of the coal-fired, Intermountain Power Plant in Utah and to pursue cleaner energy sources.

LADWP is the nation's largest municipal utility. For a number of years, plans have been underway to expand LADWP's coal investments by building a third, jointly-owned, 950 MW coal plant in Utah. LADWP's share of the $2.1 billion project would be $215 million. The mayor's directive is to immediately stop pursuing the coal plant and instead evaluate cleaner alternatives.

Under the direction of the mayor, the City Council and the Board of Water and Power Commissions, LADWP is developing a Renewable Portfolio Standard (RPS) to increase its share of power generation through renewable energy sources -- such as solar, wind, geothermal and biomass -- to 13% of its energy by 2010 and 20% by 2017. Last month LADWP issued a request for proposals (RFP) for renewable energy projects. By dropping the coal project, LADWP -- like City Utilities of Springfield -- will need to develop new plans as to how to supply its future electricity requirements.

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